For your office
License and insurance packet
The documents a builder or general contractor asks a mechanical sub for, sent with each bid.
License
Mechanical contractor (HVAC)Verify
TN Lic. # 000000 · Tennessee Board for Licensing Contractors
Lets a firm bid and contract for heating and cooling work on new construction. The state lookup shows the classification and expiry.
Insurance
Commercial general liability
Your insurance carrier · Policy # 000000
A certificate goes to your office with the bid and names your company as holder on request.
Workers' compensation
Your insurance carrier · Policy # 000000
Covers our crews on your lots. The certificate is in the packet.
Also in the packet
Tax form W-9
Current, for your accounts payable.
Lien waiver forms
Conditional and unconditional, one set for each draw.
Equipment submittals
Model, tonnage and efficiency rating for each plan, sent for approval before ordering.
Start-up sheet
What we measured when each system was commissioned.
Passed inspection record
Sent to your office after each mechanical inspection.
How it reaches you
One file, refreshed when a certificate renews
The packet goes out with your first bid and again when a certificate renews. If your insurance requirement has its own wording, send it and the office asks the carrier to match it.
Sent with each bid
Company named as certificate holder on request
Lien waiver and certificates with each draw request, if you ask
Packet questions
Where do the license and insurance documents come from?
Our office sends the packet with each bid and sends a fresh certificate when one renews. Ask for your company to be named as certificate holder.
Can you add our company as certificate holder?
Yes. Send the wording your insurance requirement uses, and the office asks the carrier to issue it.
What happens after closing?
The buyer gets the equipment paperwork from your closing file. Callbacks on our installs come through the office line, and the bid sets the terms for them.
Ask for the packet with a bid
Send a plan set and we send the packet with the scope sheet.